Client Welcome Package & Onboarding Bundle

CANVA TEMPLATE

This "Event Planning Client Welcome Letter" template is perfect for welcoming new clients to your company in style. The CANVA template is easy to use and can be quickly downloaded as a PDF document to email or upload to your CRM. Use this template to enhance your image, brand, and credibility to new clients!

This template includes:

• Pre-written copy to inspire your own content!
• Completely editable to suit your brand
• Checklist template for on-boarding new clients
• Options for welcoming new clients to your business and introducing them to your team

Designed specifically for a Wedding Planning Business.

This is a simple, modern-design, client questionnaire for your couples. The document is created in Google Forms which is easy to use and customize, perfect for wedding planners looking for a way to gather all the information they need from their clients before the big day or putting together a more comprehensive proposal.

This questionnaire is also perfect for helping you develop your event planning timeline based on your customer's needs.

CANVA TEMPLATE

Event planning proposals are the details of your services applied to your client's vision, and they’re either winning you business or opening the door for your competitors to slide in. Are you using a proposal template to make this process fast, easy, and simple for potential clients to make a decision to hire you?

This completely customizable, clean, minimalist template is just what your business needs.

Use this template to tell your customers a story about your business and why they should hire you. Show them that you understand their vision by presenting customized packages and most importantly, get them excited about your services!

This template also helps you to outline your payment structure and important deadlines such as when the proposal expires!

Our proposal template works FOR YOU.

CANVA TEMPLATE

This classic introductory CANVA brochure is perfect for event planners and wedding planners looking to quickly highlight few key events to wow new and/or potential clients. Think of this as a quick peek at your past events that a potential client can swoon over until you send them an official proposal.

BONUS: Also includes written copy to inspire your own summaries!

This can also be used as an autoresponder attachment for your client management systems such as Aisle Planner, HoneyBook or Dubsado. Write your automated email, and attach the PDF version of this document to get clients excited before they even speak to you!

The document is easy to use and customizable on CANVA, perfect for wedding planners looking for a way to showcase their past events and the value they provide to clients. This can be downloaded as an image, PDF or video.

CANVA TEMPLATE

This simple design is perfect for when a potential client only wants to know pricing and the packages you have available. This template includes your packages, what they include, and how to book you. THIS IS NOT A REPLACEMENT FOR A PROPOSAL. The document is easy to use and customizable on CANVA, perfect for wedding planners looking for a way to showcase their services and the value they provide to customers.

This template is perfect for clients who are not requesting a formal proposal but would like to know your prices. 

This template can also be used by Day-of Wedding Coordinators, Month of Coordination Packages, Event Planners, and Wedding Planners.

This package includes:

• Optimized layout for getting a potential client from price shopper to consultation
• Reference Template for examples
• A Step-by-Step Download Guide
• An Instructional Video on how to edit
• BONUS: Sample list of packages from other event and wedding planners that you can use!

Whether you’re starting an event planning business for weddings or other celebrations, you should know how to charge for services. How you price your event planning services is the difference between profit and loss.

There are several factors that go into determining your rate, including event planning and operating expenses, cost of supplies, hours worked, profit, and more. Your final rates will also vary based on your location, your expertise, your reputation, and what the market is willing to pay.

This calculator (and the bonus workshop) will walk you through the process of calculating the most profitable price for your event planning or wedding planning services. Designed with event planners and wedding planners in mind, this price quote template is perfect for capturing your cost and preparing quotes for your clients.

Included in the template pack:

1. Quote Price Calculator
2. Hourly Rate Calculator
3. Pricing for Profit Workshop

Whether you’re starting an event planning business for weddings, corporate events, or social celebrations, you should know how to charge for services. How you price your event planning services is the difference between your profit or loss.

There are several factors that go into determining your rate, including event planning and operating expenses, salaries, and profits. Rates will vary based on your location, your skills, the type of events and what the market is willing to pay.

This workbook will walk you through the process of calculating the best price for your event planning services using the three most common pricing structures for event and wedding planners.

Do you ever feel stuck trying to find the right words to send to clients? Our email response templates can help!

Save time from having to type the same email over and over again. You can add these emails to a client relationship management system such as HoneyBook and automate the process from Inquiry to the End of the Event.

These are tried and tested with our clients